US President Donald Trump hosted Chinese President Xi Jinping at the White House on Thursday, with both sides claiming progress on trade despite no joint statem

US 30-year yield at highest since 2004 as global bond selloff deepens; stocks slide with Dow down a third day and mortgage rates spike to 7.45%.

Alibaba's T-Head unit says the V900 accelerator can underpin a 500,000-chip supercluster, part of Beijing's effort to build AI capacity without US silicon.

The renewed global patent license takes effect April 1, 2027 and eases concerns about Qualcomm's Apple revenue stream, though shares fell as investors focused o

Reports say Huawei's Ascend line is winning domestic share while Nvidia's export-compliant H20 loses traction, giving Beijing leverage ahead of Trump-Xi talks.

Tech leaders joined the state dinner for AI talks, with analysts seeing tariff cuts as the most likely deliverable and chip and rare earths relief unlikely.

A price increase would reflect tight leading-edge capacity and rising costs as AI demand keeps advanced nodes fully booked.

Democrats want stricter controls on AI chip sales to China before the Trump-Xi summit, but the bipartisan bills face delays reaching the Senate floor.

The notice on the flagship data center project raises questions about Oracle's cloud capacity buildout and its AI-related debt load.

The warning underscores how AI spending is diverting budgets away from traditional software.

The disclosure raises questions about agentic AI autonomy and enterprise security controls.

The Android launch extends Adobe's mobile creative push after the app debuted on iPhone.

The package terms signal how Oracle is cutting costs while funding its AI and data center expansion.

Adobe is distributing its products through third-party AI assistants as it adapts to agent-driven workflows.

The notice would let Oracle delay payments if the Project Jupiter facility misses its 2028 online target, amid widening concerns about AI data center debt.

The chipmaker's AI revenue ambitions, tied to customers OpenAI and Anthropic, are being tested by a stock that has fallen more than 30% from its June peak.

Analysts and researchers project AI infrastructure spending could reach roughly $10 trillion over the next decade, exceeding historic railroad investment.

AMD's market value crossed $1 trillion after record AI CPU revenue and strong data center execution, with strategists debating how much further it can run.

Zuckerberg's Connect keynote put Meta's Muse agent at the center of its hardware push, including AI glasses and a small companion device.

The bank argues AI capital expenditure growth cannot be sustained on current trajectories, adding to a growing chorus of bubble warnings.

Advisory committee support for Galleri, a multi-cancer early detection blood test, moves GRAIL closer to a first-of-its-kind FDA clearance in cancer screening.

Investor frustration over Novo's pipeline and strategy comes as the company pursues a turnaround plan that includes cuts to fund expansion.

Lilly's latest China licensing deal deepens its reliance on Chinese biotech for new drug candidates across up to five medicines.

Nine chief executives raised alarms about Europe's declining biotech competitiveness as policy and investment shift toward the US and China.

Positive mid-stage results position Viking among the more closely watched challengers in the obesity drug race.

The agency's demand for another survival study clouds the filing path for tovecimig and drew criticism of the company's regulatory strategy from analysts.

A renewed oil rally and a hawkish Fed pushed bond yields to their highest in more than two decades, pressuring equities worldwide.

Fading hopes for a US-Iran breakthrough kept supply risk in focus, with Brent back above $100 and Asian energy stocks climbing.

Record diesel prices sparked a policy debate over restricting exports, which analysts say would raise global, including US, fuel costs.

Red Sea war-risk insurance and shipping premiums are mounting as Gulf exporters reroute barrels away from the Strait of Hormuz.

The build in crude stocks came alongside lower gasoline and distillate inventories as fuel markets stayed tight.

Export-Import Bank financing would support Argentina's flagship natural gas project as US LNG diplomacy expands in Latin America.

The Nevada event marks Tesla's move from prototype to volume production of Class 8 electric trucks, a segment where US fleet economics have lagged Europe.

The funding targets the existing transmission system to relieve interconnection bottlenecks as data center and renewables demand grows.

Italy, which closed its reactors after a 1987 referendum, is legislating a framework to bring nuclear back into its power mix.

The pledge ties European energy security policy directly to decarbonization commitments at the UN gathering.

The probe covers aftermarket driver assistance devices that regulators say ran into stopped vehicles in their own lane.

The agreement ties a large tech power buyer to nuclear capacity expansion in Georgia, a template for data center load deals.

Italy's two new air and missile defense destroyers mark a major capability jump for the Italian Navy and a large European naval procurement win.

The award expands Redwire's position in military space hardware as the Space Force broadens its supplier base.

The deal extends Palantir's AI software footprint from targeting and decision-making into Army logistics.

The order signals accelerating Pentagon demand for attritable drones and simplified swarm command.

The award places L3Harris at the center of US missile-warning and tracking architecture in orbit.

Funding supports basing arrangements meant to make the F-35 fleet harder to target in a peer conflict.

Investors dumped financial shares on fears that Meta's AI agent could disintermediate banks, insurers and travel intermediaries.

India's insurance regulator proposed five-year expense caps and tighter rules on bancassurance commissions, prompting a sharp selloff in banks, NBFCs and insura

The quarter reflected strong trading and investment banking results at the largest US bank.

The leadership change comes as Wells Fargo works to satisfy regulators after years of consent orders.

The payroll and HR services provider beat estimates but unchanged overall guidance left some investors unimpressed.

The effort would let large banks settle deposits on blockchain rails, a step toward broader tokenized payments infrastructure.

The decline in Canadian retail spending signals weakening consumer demand and weighed on the loonie, though StatCan's advance estimate points to a rebound in Au

The move extends Amazon's logistics network beyond its marketplace, letting it run fulfillment for rival merchants and deepen its grip on e-commerce infrastruct

Costco's stronger-than-expected quarterly sales underscore how value-focused consumers are favoring warehouse clubs amid persistent inflation.

At its first investor day since 2023, McDonald's detailed a long-term strategy to grow market share in chicken and beverages and launch a $1 billion retail medi

The outlay intensifies competition with Flipkart and other quick-commerce players in one of the world's fastest-growing e-commerce markets.

The closures target locations that fail to meet the coffee chain's service and financial benchmarks amid its turnaround effort.

The extension keeps lower tariffs in place and avoids a renewed escalation that would have hit industrial supply chains and manufacturers' input costs.

A broad drawdown in the industrial sector has pushed several names into technical downtrends, raising questions about the durability of the 2026 rally.

The lawsuit adds legal risk as Honeywell works through a spinoff of its aerospace unit and investor scrutiny of its earnings trajectory.

The trimmed target reflects rising cost pressures and margin concerns even as GE Aerospace keeps a strong order book and revenue growth.

Analysts say Boeing's recovery hinges on cash generation even as its backlog and production stability improve.

Investors are focused on whether GE Vernova can translate a large backlog into recognized revenue as data center power demand grows.

Xi Jinping's US state visit puts rare earths and trade at the center of negotiations, with China's processing dominance seen as a limiting factor for Washington

The Norwegian government is moving to develop what is described as Europe's largest rare earth deposit, part of a wider Western push to reduce reliance on Chine

Beijing is folding domestic mineral exploration and supply security into its next five-year planning cycle, reinforcing state control over strategic resources.

Weaker Chinese steel output and the end of restocking are pressuring iron ore prices even as supply-side concerns and news headlines cause short-term rebounds.

Government financing for a small magnet producer underscores US efforts to build domestic capacity in rare earth-dependent components.

The Brazilian discovery adds to a growing set of non-Chinese rare earth projects being advanced by juniors.